FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621 | -33.2% | 11,946 | -30.5% | 0.00% | 0.0% |
| Q2 2023 | $930 | -99.8% | 17,200 | +22.9% | 0.00% | 0.0% |
| Q3 2022 | $580,000 | -44.0% | 14,000 | -41.7% | 0.00% | 0.0% |
| Q2 2022 | $1,036,000 | -28.5% | 24,000 | +0.8% | 0.00% | -50.0% |
| Q4 2021 | $1,449,000 | -14.0% | 23,800 | -20.7% | 0.00% | 0.0% |
| Q3 2021 | $1,685,000 | -6.3% | 30,000 | -6.0% | 0.00% | 0.0% |
| Q2 2021 | $1,798,000 | -2.8% | 31,900 | +786.1% | 0.00% | 0.0% |
| Q1 2021 | $1,849,000 | +53.6% | 3,600 | +50.0% | 0.00% | +100.0% |
| Q4 2020 | $1,204,000 | +6.7% | 2,400 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $1,128,000 | -28.3% | 2,600 | -42.2% | 0.00% | 0.0% |
| Q4 2019 | $1,573,000 | +317.2% | 4,500 | +275.0% | 0.00% | – |
| Q3 2019 | $377,000 | -65.8% | 1,200 | -65.7% | 0.00% | -100.0% |
| Q2 2019 | $1,101,000 | +203.3% | 3,500 | +191.7% | 0.00% | – |
| Q1 2019 | $363,000 | -28.1% | 1,200 | -25.0% | 0.00% | -100.0% |
| Q3 2018 | $505,000 | -69.4% | 1,600 | -72.4% | 0.00% | 0.0% |
| Q2 2018 | $1,648,000 | +75.1% | 5,800 | +70.6% | 0.00% | 0.0% |
| Q1 2018 | $941,000 | +247.2% | 3,400 | +240.0% | 0.00% | – |
| Q4 2017 | $271,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 287,510 | $11,914,000 | 6.55% |
| Madison Wealth Partners, Inc | 232,083 | $9,618,000 | 6.29% |
| Divergent Wealth Advisors | 472,438 | $19,578,000 | 5.30% |
| Focused Wealth Management, Inc | 581,433 | $24,095,000 | 5.05% |
| FOCUS Wealth Advisors, LLC | 159,844 | $6,624,000 | 4.69% |
| Ullmann Wealth Partners Group, LLC | 407,993 | $16,907,000 | 4.66% |
| EQ LLC | 77,584 | $3,215,000 | 2.78% |
| Analyst IMS Investment Management Services Ltd. | 525,785 | $22,146,000 | 2.16% |
| Regal Investment Advisors LLC | 405,071 | $16,786,000 | 1.77% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 408,112 | $16,912,000 | 1.44% |